Lam Research Corp
LRCX- 交易所
- Nasdaq
- 產業
- Special Industry Machinery, NEC
- SEC CIK
- 0000707549
近 90 天，Lam Research Corp 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 3,142 家機構在 13F 申報持有，市值合計 $4,635 億；Coatue、老虎環球等 6 位大師持有。
2026 年第 2 季 13F 持有人
Lam Research Corp 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,142
- 較 2026 年第 1 季 +522 家
- 持有股數
- 10.8 億
- 較 2026 年第 1 季 +4,613 萬 (+4.5%)
- 總市值
- $4,635 億
- 較 2026 年第 1 季 +$2,443 億 (+111.4%)
- 新進機構
- 618
- 另有 1,077 家加碼
- 清倉機構
- 96
- 另有 1,177 家減碼
另有 32 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 LRCX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,142 | $4,635 億 |
| 2026 年第 1 季 | 2,652 | $2,213 億 |
| 2025 年第 4 季 | 2,396 | $1,839 億 |
| 2025 年第 3 季 | 2,111 | $1,365 億 |
| 2025 年第 2 季 | 1,883 | $1,027 億 |
| 2025 年第 1 季 | 1,802 | $757.6 億 |
| 2024 年第 4 季 | 1,696 | $749.3 億 |
| 2024 年第 3 季 | 1,469 | $800.7 億 |
| 2024 年第 2 季 | 1,793 | $1,165 億 |
| 2024 年第 1 季 | 1,732 | $1,070 億 |
| 2023 年第 4 季 | 1,632 | $869.7 億 |
| 2023 年第 3 季 | 1,451 | $697.1 億 |
| 2023 年第 2 季 | 1,434 | $727.1 億 |
| 2023 年第 1 季 | 1,366 | $604.5 億 |
| 2022 年第 4 季 | 1,347 | $475.0 億 |
| 2022 年第 3 季 | 1,273 | $415.7 億 |
| 2022 年第 2 季 | 1,310 | $478.8 億 |
| 2022 年第 1 季 | 1,391 | $604.2 億 |
| 2021 年第 4 季 | 1,461 | $829.2 億 |
| 2021 年第 3 季 | 1,301 | $657.6 億 |
| 2021 年第 2 季 | 1,315 | $763.3 億 |
| 2021 年第 1 季 | 1,262 | $708.3 億 |
2026 年第 2 季持有機構
每家機構持有 Lam Research Corp 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 1,201,405 | $5.21 億 | 1.18% | +35,685+3.1% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,185,720 | $5.14 億 | 0.72% | +27,600+2.4% | 加碼 |
| Natixis Advisors, L.P. | 1,166,699 | $5.06 億 | 0.57% | +195,248+20.1% | 加碼 |
| Sands Capital Management, LLC | 1,133,965 | $4.91 億 | 1.82% | +378,743+50.1% | 加碼 |
| Aviva PLC | 1,126,326 | $4.88 億 | 0.72% | +10,002+0.9% | 加碼 |
| Ensign Peak Advisors, Inc | 1,121,447 | $4.86 億 | 0.80% | +306,871+37.7% | 加碼 |
| Jane Street Group, LLC | 1,118,602 | $4.85 億 | 0.31% | +419,058+59.9% | 加碼 |
| Quantinno Capital Management LP | 1,108,057 | $4.80 億 | 0.58% | +44,420+4.2% | 加碼 |
| Thrivent Financial for Lutherans | 1,075,010 | $4.66 億 | 0.78% | −308,940−22.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,073,600 | $4.65 億 | 0.77% | −33,125−3.0% | 減碼 |
| CIBC Bancorp USA Inc. | 1,057,591 | $4.59 億 | 0.57% | +98,374+10.3% | 加碼 |
| Standard Life Aberdeen plc | 1,051,305 | $4.56 億 | 0.64% | +17,839+1.7% | 加碼 |
| New York State Teachers Retirement System | 1,017,431 | $4.41 億 | 0.81% | −54,720−5.1% | 減碼 |
| Blue Whale Capital LLP | 1,017,021 | $4.41 億 | 13.98% | −273,568−21.2% | 減碼 |
| Panagora Asset Management Inc | 983,205 | $4.26 億 | 1.31% | +59,095+6.4% | 加碼 |
| APG Asset Management N.V. | 1,116,451 | $4.23 億 | 1.04% | +283,859+34.1% | 加碼 |
| CI Private Wealth, LLC | 975,811 | $4.23 億 | 0.59% | −130,086−11.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 964,364 | $4.18 億 | 0.33% | +138,754+16.8% | 加碼 |
| SEI Investments Co | 959,938 | $4.16 億 | 0.37% | −154,301−13.8% | 減碼 |
| Danske Bank A/S | 954,179 | $4.13 億 | 0.82% | −101,657−9.6% | 減碼 |
| NEOS Investment Management LLC | 951,247 | $4.12 億 | 1.52% | +87,097+10.1% | 加碼 |
| Bridgewater Associates, LP | 938,224 | $4.07 億 | 1.67% | −633,005−40.3% | 減碼 |
| Captrust Financial Advisors | 937,685 | $4.06 億 | 0.62% | +35,146+3.9% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 926,200 | $4.01 億 | 1.02% | −55,850−5.7% | 減碼 |
| Korea Investment CORP | 910,493 | $3.95 億 | 0.75% | −112,738−11.0% | 減碼 |
| Mariner, LLC | 884,666 | $3.83 億 | 0.40% | −23,208−2.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 881,506 | $3.82 億 | 0.55% | +473,027+115.8% | 加碼 |
| Trivest Advisors Ltd | 860,000 | $3.73 億 | 11.72% | +44,300+5.4% | 加碼 |
| Polen Capital Management LLC | 859,036 | $3.72 億 | 3.21% | −195,459−18.5% | 減碼 |
| Guggenheim Capital LLC | 858,419 | $3.72 億 | 2.41% | +44,659+5.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 860,221 | $3.70 億 | 0.44% | −96,772−10.1% | 減碼 |
| Storebrand Asset Management AS | 844,760 | $3.66 億 | 0.90% | −58,506−6.5% | 減碼 |
| HighTower Advisors, LLC | 824,884 | $3.57 億 | 0.34% | −45,999−5.3% | 減碼 |
| HM Payson & Co | 810,989 | $3.51 億 | 4.66% | −32,270−3.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 798,799 | $3.46 億 | 0.76% | −35,302−4.2% | 減碼 |
| Artisan Partners Limited Partnership | 786,238 | $3.41 億 | 0.56% | −4,243,428−84.4% | 減碼 |
| Treasurer of the State of North Carolina | 780,871 | $3.38 億 | 0.87% | −147,380−15.9% | 減碼 |
| Man Group plc | 777,269 | $3.37 億 | 0.62% | −410,444−34.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 774,460 | $3.36 億 | 0.64% | −313,663−28.8% | 減碼 |
| Swiss Life Asset Management Ltd | 769,346 | $3.33 億 | 1.38% | −17,926−2.3% | 減碼 |
| Heard Capital LLC | 757,760 | $3.28 億 | 14.05% | −313,120−29.2% | 減碼 |
| Temasek Holdings (Private) Ltd | 755,004 | $3.27 億 | 0.90% | −5,331−0.7% | 減碼 |
| Railway Pension Investments Ltd | 754,700 | $3.27 億 | 4.11% | −227,500−23.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 986,841 | $3.23 億 | 0.54% | −88,884−8.3% | 減碼 |
| Whale Rock Capital Management LLC | 742,638 | $3.22 億 | 2.58% | −215,239−22.5% | 減碼 |
| Stifel Financial Corp | 730,517 | $3.17 億 | 0.26% | +33,377+4.8% | 加碼 |
| Creative Planning | 728,684 | $3.16 億 | 0.18% | +14,182+2.0% | 加碼 |
| Federated Hermes, Inc. | 726,236 | $3.15 億 | 0.45% | +167,703+30.0% | 加碼 |
| Life Cycle Investment Partners Ltd | 724,308 | $3.14 億 | 1.46% | +594,740+459.0% | 加碼 |
| Qube Research & Technologies Ltd | 715,234 | $3.10 億 | 0.34% | −185,221−20.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 713,392 | $3.09 億 | 1.39% | −153,124−17.7% | 減碼 |
| Millennium Management LLC | 696,499 | $3.02 億 | 0.20% | −892,228−56.2% | 減碼 |
| GF Fund Management Co. Ltd. | 688,419 | $2.98 億 | 3.58% | +28,286+4.3% | 加碼 |
| Los Angeles Capital Management LLC | 687,728 | $2.98 億 | 1.10% | −425,952−38.2% | 減碼 |
| Eurizon Capital SGR S.p.A. | 690,734 | $2.98 億 | 0.80% | −391,266−36.2% | 減碼 |
| State of Wisconsin Investment Board | 686,377 | $2.97 億 | 0.60% | −28,219−3.9% | 減碼 |
| Macquarie Group Ltd | 676,823 | $2.93 億 | 1.27% | +72,762+12.0% | 加碼 |
| Eventide Asset Management, LLC | 673,431 | $2.92 億 | 3.90% | −14,971−2.2% | 減碼 |
| Montrusco Bolton Investments Inc. | 671,482 | $2.91 億 | 4.51% | −13,876−2.0% | 減碼 |
| Agf Management Ltd | 667,135 | $2.89 億 | 1.12% | +660,471+9,911.0% | 加碼 |
| Royal London Asset Management Ltd | 661,673 | $2.87 億 | 0.53% | −12,223−1.8% | 減碼 |
| Artemis Investment Management LLP | 644,861 | $2.79 億 | 2.49% | +170,518+35.9% | 加碼 |
| Vanguard Investments Australia, Ltd. | 639,100 | $2.77 億 | 0.69% | +12,546+2.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 635,416 | $2.75 億 | 0.15% | +24,526+4.0% | 加碼 |
| Toronto Dominion Bank | 633,199 | $2.74 億 | 0.46% | +99,049+18.5% | 加碼 |
| Asset Management One Co.,Ltd. | 630,534 | $2.73 億 | 0.70% | −38,179−5.7% | 減碼 |
| Ci Investments Inc. | 626,954 | $2.72 億 | 0.87% | +239,538+61.8% | 加碼 |
| KLP Kapitalforvaltning AS | 626,180 | $2.71 億 | 0.88% | +43,900+7.5% | 加碼 |
| Nomura Asset Management Co Ltd | 626,419 | $2.71 億 | 0.58% | +30,474+5.1% | 加碼 |
| CIBC Asset Management Inc | 616,415 | $2.67 億 | 0.59% | +8,733+1.4% | 加碼 |
| Erste Asset Management GmbH | 641,871 | $2.66 億 | 2.07% | −228,804−26.3% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 613,753 | $2.66 億 | 0.69% | −10,724−1.7% | 減碼 |
| FIL Ltd | 606,466 | $2.63 億 | 0.19% | +50,938+9.2% | 加碼 |
| Mercer Global Advisors Inc | 606,442 | $2.63 億 | 0.32% | −30,802−4.8% | 減碼 |
| E Fund Management Co., Ltd. | 605,923 | $2.63 億 | 5.89% | +491,527+429.7% | 加碼 |
| Credit Agricole S A | 602,957 | $2.61 億 | 0.66% | +158,401+35.6% | 加碼 |
| Epoch Investment Partners, Inc. | 592,701 | $2.57 億 | 1.46% | −40,083−6.3% | 減碼 |
| Close Asset Management Ltd | 584,653 | $2.53 億 | 6.75% | −370,423−38.8% | 減碼 |
| Toroso Investments, LLC | 570,667 | $2.47 億 | 0.60% | −72,167−11.2% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 568,010 | $2.46 億 | 1.18% | −15,000−2.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 566,838 | $2.46 億 | 0.85% | +215,662+61.4% | 加碼 |
| Handelsbanken Fonder AB | 565,142 | $2.45 億 | 0.70% | −35,142−5.9% | 減碼 |
| AustralianSuper Pty Ltd | 555,814 | $2.41 億 | 1.04% | −148,453−21.1% | 減碼 |
| Lazard Asset Management LLC | 553,755 | $2.40 億 | 0.36% | −176,080−24.1% | 減碼 |
| Public Employees Retirement System of Ohio | 547,910 | $2.37 億 | 0.70% | −37,215−6.4% | 減碼 |
| Associated Banc-Corp | 546,875 | $2.37 億 | 5.63% | −52,084−8.7% | 減碼 |
| STRS Ohio | 544,256 | $2.36 億 | 0.88% | +26,512+5.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 598,102 | $2.34 億 | 0.36% | +176,807+42.0% | 加碼 |
| Squarepoint Ops LLC | 536,187 | $2.32 億 | 0.45% | −316,614−37.1% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 535,573 | $2.32 億 | 1.13% | −196,791−26.9% | 減碼 |
| Baird Financial Group, Inc. | 535,780 | $2.32 億 | 0.32% | −9,182−1.7% | 減碼 |
| Actiam N.V. | 535,748 | $2.32 億 | 1.79% | −116,284−17.8% | 減碼 |
| NZS Capital, LLC | 535,030 | $2.32 億 | 6.01% | −38,857−6.8% | 減碼 |
| Jacobs Levy Equity Management, Inc | 533,201 | $2.31 億 | 0.83% | +54,919+11.5% | 加碼 |
| Fifth Third Bancorp | 527,507 | $2.29 億 | 0.37% | +173,538+49.0% | 加碼 |
| Assenagon Asset Management S.A. | 519,230 | $2.25 億 | 0.29% | −1,597,003−75.5% | 減碼 |
| Rathbone Brothers plc | 506,353 | $2.19 億 | 0.81% | +433,241+592.6% | 加碼 |
| Vaughan David Investments LLC | 498,885 | $2.16 億 | 4.30% | −32,982−6.2% | 減碼 |
| DJE Kapital AG | 483,185 | $2.15 億 | 4.06% | +43,183+9.8% | 加碼 |
| Nissay Asset Management Corp | 496,234 | $2.15 億 | 0.91% | +60,651+13.9% | 加碼 |